Nate Tilley shows how a CRM should organize leads from source through close. Drag contacts between stages: new leads, hot leads who called in, scheduled appointments, closed deals. The workflow adapts to how your sales cycle actually works.
Basically the main things that you're going to be looking on this platform, there's going to be opportunities, and these are where the leads will come into, both from ads and also from the website and from any other efforts you guys are doing, like posting different things like that. So you'll have your new leads, your hot leads, those are ones that responded or they called in. And then you'll have people that scheduled appointments. After that point, it's up to you to just drag and drop these people according to where they're at in the process. Did this person show? Did we close a deal? Was he a no show? And we can customize this to any different level of sophistication that you want, and this is based off your sales cycles.
